United States

2022 = Twenty-Twenty, Too?

Cross Asset Strategy
162 Views, 10 Jan 2022 05:45
Cam has highlighted this Insight as a Top Pick
EXECUTIVE SUMMARY
  • Investors should position for slower growth in the first half of 2022.
  • Fixed income: Prepare for a flattening yield curve and long bond duration.
  • Equities: Long defensive sectors and large-cap growth stocks as duration plays for their interest rate sensitivity.
detail (6-minute read)
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Cam Hui
Cross-Asset Strategist & Quantitative Analyst
Pennock Idea Hub
United StatesEquitiesCross Asset Strategy

Cam Hui has been professionally involved in the financial markets since 1985 in a variety of roles, both as a quantitati... 

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